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Jan 13, 2013
01/13
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dan nathan will have the answers. and well liked, facebook shares have surged 17% in 2013, and do you see more upside? scott nations gets social. the action begins right now. >>> from the heart of new york times square, i'm melissa lee, these are the traders. and the rally is showing signs of fatigue with the financials ahead of the earnings. with the vix at five-year lows and stocks at five-year highs, is this the calm before the storm? we will get into the money and find out. dan, the question is here as we do look at the five-year highs, do we look like we are setting up for a fall? >> we could. here is the thing that we got through some events that had not a whole heck of a lot to do with the corporate earnings and that is one of the big factors to drive the stock prices, and we had a great rally out of the gates. the s&p is up, and the vix is melting, and when we look at the future curve, it is bid up, and when you look at march, it is 17.5 or so, so it is implying we will get the bigger moves going forward espec
dan nathan will have the answers. and well liked, facebook shares have surged 17% in 2013, and do you see more upside? scott nations gets social. the action begins right now. >>> from the heart of new york times square, i'm melissa lee, these are the traders. and the rally is showing signs of fatigue with the financials ahead of the earnings. with the vix at five-year lows and stocks at five-year highs, is this the calm before the storm? we will get into the money and find out. dan,...
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Jan 20, 2013
01/13
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dan says yes. he's got a trade that can make seven times your money in one week. he'll show you how. >>> hang up on nokia, shares of the cell phone maker have been on fire. a flashing warning sign. we'll tell you what it is and how you can make money. >>> and why are all those traders betting on jetblue calls? the action begins right now. in the heart of the new york's times square, i'm melissa lee. if you checked your portfolio, do it now. strong earnings pushed the dow and s&p 500 to five-year highs. will the good times last? let's find out. dan, it will be a big week for the markets and big week for technology and apple. >> technology is really interesting. as a whole it's trading well and trading like some of the better acting sectors of the s&p approaching five year highs. when you think about the action today, what we saw today, financials continue to run on very good earnings. we saw some industrial stocks well off their 52 highs reacting well to the chinese gdp number. to me there's a really interesting set-up as we approach next week's tech earnings that
dan says yes. he's got a trade that can make seven times your money in one week. he'll show you how. >>> hang up on nokia, shares of the cell phone maker have been on fire. a flashing warning sign. we'll tell you what it is and how you can make money. >>> and why are all those traders betting on jetblue calls? the action begins right now. in the heart of the new york's times square, i'm melissa lee. if you checked your portfolio, do it now. strong earnings pushed the dow and...
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Jan 19, 2013
01/13
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one will set you back $50,000 or price of a mid-sized mercedes, dan's call only risks $300. let's move on and stick in technology. it is shares of nokia and rim that have been the better trade so far. nokia took a hit on speculations that it will cut its dividend when it reports next week. let's call to the charts, the man who counts mr. telephone man among his favorite songs. carter. >> just as you point out, the winners have been the losers and here's the one-year chart. it is running about 95%. they obviously have been the winners since july and apple has been the loser. at this point we think some of these moves to the garbage to gold is overdone. take a look at the chart -- this is the same chart one year but take a look. 5, 5, 5 stock drop gaps in 200 million shares and now rallied from 163 all the way back to under 5. the problem with doing that, you have a year of dead bodies who lost a lot of money and had money returned to them want the money back. the long term is a disaster fade to rally so -- >> carter says sell. mike, what do you say? >> i have to be honest, i
one will set you back $50,000 or price of a mid-sized mercedes, dan's call only risks $300. let's move on and stick in technology. it is shares of nokia and rim that have been the better trade so far. nokia took a hit on speculations that it will cut its dividend when it reports next week. let's call to the charts, the man who counts mr. telephone man among his favorite songs. carter. >> just as you point out, the winners have been the losers and here's the one-year chart. it is running...
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Jan 14, 2013
01/13
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dan, what's your take on this dell story? >> i mean, i think it's something that's been talked about for awhile. you can go back to actually 2010 in june and michael was at a conference and somebody asked him do you ever think about taking your company private? and the answer was yes. there's been this talk for a long time. was one of the ten worst performing stocks in the s&p last year. it was one of the top ten cheapest though. if you're looking at it from that perspective, the timing seems to make sense. >> so let me ask you, shaw, what you think. how would shareholders work out in this deal? >> well, you know, i agree with dan that this rumor's been going around for awhile. but i think the biggest problem is that the size of dell. you look at the stock today. it's -- the market cap's now $21 billion. so in the takeout, it would have to be a premium to that. possibly $30 billion. that's a lot of capital to raise. a lot of debt financing. so we think because of the size of this deal the likelihood of it happening is not lik
dan, what's your take on this dell story? >> i mean, i think it's something that's been talked about for awhile. you can go back to actually 2010 in june and michael was at a conference and somebody asked him do you ever think about taking your company private? and the answer was yes. there's been this talk for a long time. was one of the ten worst performing stocks in the s&p last year. it was one of the top ten cheapest though. if you're looking at it from that perspective, the...
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Jan 15, 2013
01/13
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dan loeb is questioning the pay of james gorman. according to 2010 and 2011 proxy filings, he received $130 million. that's up from $50 million combined in '08 and '09. in those years, many top bankers took little or no bonus. now workers and other firms are waiting to hear what their 2012 bonus will be. the bottom line is
dan loeb is questioning the pay of james gorman. according to 2010 and 2011 proxy filings, he received $130 million. that's up from $50 million combined in '08 and '09. in those years, many top bankers took little or no bonus. now workers and other firms are waiting to hear what their 2012 bonus will be. the bottom line is
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Jan 16, 2013
01/13
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first up, dan said to keep an eye on yahoo!. take a listen. >> the mighty goldman sachs reinitiated the stock with a buy of $22, 12-month price target. they say the sum of the parts is much greater. i actually agree. implied volatility is cheap. >> good call. shares of yahoo! jumped 29% since september. so, what do you do? >> yeah, this is a stock-specific story here. a lot of things going on. they have new management in there. they are making a lot of changes and just as recently as the other day, yesterday, actually, there's some news that ali baba may go public, which will help them monetize that stake. it was sum of the parts thing, so -- >> go on. >> you have to take a pause at 20. see what the q-4 earnings look like. >> now, onto the ugly. on the day that cisco reported its fourth quarter earnings, dan made a bearish prediction. here's what he said. >> they guided forward in line. they said, europe is weak and going to be weak for some time. they said china and asia is actually okay. i'd question that a little bit and we k
first up, dan said to keep an eye on yahoo!. take a listen. >> the mighty goldman sachs reinitiated the stock with a buy of $22, 12-month price target. they say the sum of the parts is much greater. i actually agree. implied volatility is cheap. >> good call. shares of yahoo! jumped 29% since september. so, what do you do? >> yeah, this is a stock-specific story here. a lot of things going on. they have new management in there. they are making a lot of changes and just as...
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Jan 15, 2013
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dan, thanks. >> "squawk box" up next. >> we'll be back tomorrow. what are you doing? nothing. are you stealing our daughter's school supplies and taking them to work? no, i was just looking for my stapler and my... this thing. i save money by using fedex ground and buy my own supplies. that's a great idea. i'm going to go... we got clients in today. [ male announcer ] save on ground shipping at fedex office.
dan, thanks. >> "squawk box" up next. >> we'll be back tomorrow. what are you doing? nothing. are you stealing our daughter's school supplies and taking them to work? no, i was just looking for my stapler and my... this thing. i save money by using fedex ground and buy my own supplies. that's a great idea. i'm going to go... we got clients in today. [ male announcer ] save on ground shipping at fedex office.
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Jan 18, 2013
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just ask our next guest, dan rosenswe rosensweig. a full-service operation for students, matches them with colleges, scholarships and advisers that have ambitions to be the go-to network for college students. what was wrong with just representing textbooks, dan? why this move into a broader context, a platform that you're creating? >> it's a very good question. it's a much bigger opportunity. i think when we took over the business three years ago, it was clear that print textbooks in the rental model wouldn't be around forever. the world increasingly goes digital and students would be using many more education resources, and using textbooks and new technologies that come out. it's about nobody up to this point has focused on putting the student first. so chegg has taken the position that our goal is to give the students what they need, our mission is to save them time, save them money, get them smarter. the education process is really difficult. it's really fragmented. i have two daughters, rachel and samantha, and one went through t
just ask our next guest, dan rosenswe rosensweig. a full-service operation for students, matches them with colleges, scholarships and advisers that have ambitions to be the go-to network for college students. what was wrong with just representing textbooks, dan? why this move into a broader context, a platform that you're creating? >> it's a very good question. it's a much bigger opportunity. i think when we took over the business three years ago, it was clear that print textbooks in the...
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Jan 15, 2013
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joining us is our private ek wit at the expert from boston dan. >> good morning. >> so this would be a huge, huge 20 plus billion dollar transaction. do you think it can actually happen in this environment? >> no, i don't. now, never say never. stranger things have happened. you've got pension funds, maybe a big sovereign wealth fund comes in. but you'd have to be talking about gst 23 billion, maybe $25 billion deal altogether and i know that dell's got a lot of cash on the books that can kind of help take some of the risk off for the bankers who would have to provide the leveraged financing here. but not enough. a lot of that cash is held overseas so you'd have the big tax implication. it seems a little too big. i talked to a private equity investor yesterday not at tpg or silver lake and he said this is a real, real stretch to get done. >> we're talking about a market cap somewhere in terms of, with a premium in success of sst 20 billion. i don't know what number you want to put on that. you have about $11 billion that you said in cash, but you've got to bring some of that and repa
joining us is our private ek wit at the expert from boston dan. >> good morning. >> so this would be a huge, huge 20 plus billion dollar transaction. do you think it can actually happen in this environment? >> no, i don't. now, never say never. stranger things have happened. you've got pension funds, maybe a big sovereign wealth fund comes in. but you'd have to be talking about gst 23 billion, maybe $25 billion deal altogether and i know that dell's got a lot of cash on the...
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Jan 14, 2013
01/13
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column nest at the american institute of dan greenhouse. both are cnbc contributors. steve, first to you here. all right, listen, you have the republicans saying essentially, we're not negotiating without spending cuts. president saying spending cuts are nonnegotiable off the table. how does this play out? >> i think they make a deal in the end. it is a real challenge it investors now to see through some of this. but what is really interesting to me is what happened over the weekend. what my reporting uncovered and what is out there in public statement is, really the administration is getting rid of the sort of quirky ideas that have been out. the platinum coin is off the table. issuing scripp or ious is off the table. digging in the trenches over the weekend, then the republicans came out and said, you know what, we are more serious about sending the country into default in return for spending cuts than you probably thought. >> it is interesting earlier on today, i tweeted out, what is the risk of a -- and amazingly, people tweeted back, absolutely 0%. and some peopl
column nest at the american institute of dan greenhouse. both are cnbc contributors. steve, first to you here. all right, listen, you have the republicans saying essentially, we're not negotiating without spending cuts. president saying spending cuts are nonnegotiable off the table. how does this play out? >> i think they make a deal in the end. it is a real challenge it investors now to see through some of this. but what is really interesting to me is what happened over the weekend. what...
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Jan 18, 2013
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we're joined by dan green. did. >> good morning. >> more weej kwan cruise lines, $19 a share. how significant is this or perhaps this week in general given the number of ipos that we're seeing, is this going to be a better year that we're seeing inspect. >> i think it probably is, given the broader markets don't collapse. norwegian lines in particular, they thought about 50% of the company at a valuation of about $2 billion. this ipo puts it at 3.8 billion. but for private equity firms, it's a valuation saying, you know what? there is a public -- that can give us a return. >> you know, that said, they did buy the company in 2008 so you hope there would be a bit of a rebound. what about the likes of the company in the years? >> i think that's one of the big questions here. if you look at i think the 25 largest buyouts, all of which you know is pre-lehman collapse, 1406 them are still in private equity hands. very few have gone public. a couple have been sold off. you have some really big companies here. and you think clear channel, you think first data. companies like that, som
we're joined by dan green. did. >> good morning. >> more weej kwan cruise lines, $19 a share. how significant is this or perhaps this week in general given the number of ipos that we're seeing, is this going to be a better year that we're seeing inspect. >> i think it probably is, given the broader markets don't collapse. norwegian lines in particular, they thought about 50% of the company at a valuation of about $2 billion. this ipo puts it at 3.8 billion. but for private...
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Jan 15, 2013
01/13
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dan? >> yeah. absolutely. price targets in my opinion are talking points for what you think the value of the stock is, what the opportunity for the stock is. so yeah, to use the point, $900 valuation, you know, clearly that's not the direction other analysts are going right now. not the direction this market wants to go right now. but that's the direction this company's earnings are pointing to. all the hype happening in the last few weeks on apple is centered around the supply chain. none of it is demand. every demand that we see for apple products is very strong. there are areas of weakness in europe, smartphone penetration in the u.s. the market overall in the u.s. is -- not all the points are positive, but generally it's good. >> if you're saying demand is good, but the orders of components for the product for which demand is strong are down, something's got to give here. are you saying that those channel checks aren't accurate? >> no, i am saying that. i would say three things about the research. first an
dan? >> yeah. absolutely. price targets in my opinion are talking points for what you think the value of the stock is, what the opportunity for the stock is. so yeah, to use the point, $900 valuation, you know, clearly that's not the direction other analysts are going right now. not the direction this market wants to go right now. but that's the direction this company's earnings are pointing to. all the hype happening in the last few weeks on apple is centered around the supply chain....
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Jan 18, 2013
01/13
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and i think we're doing a lot of the things that -- the reason dan has come in the stock to the best of my knowledge is he believes the company is on turnaround and he was excited about it. we have -- our board since i joined the board three years ago and became ceo and chairman, we have had a turnover of 6 of our 14 directors. roy happens to be retiring this may, so we'll have 7 of 14 directors turn over in that three-year period. so, i think dan's interest and ours are greatly aligned. >> in the money you're having all your guys manage, would you strongly urge them to just lighten up on bonds, and go big in the stock market? >> i'm bullish on the market. i mean, but i've been bullish, joe, for about four or five months. >> four or five months. okay. 12, 13 years? >> no, no, no, the last four or five months. >> is it really bullish? new all-time highs? >> i think we can still move higher from here. let's look at the big macro. u.s. economy is recovering. the u.s. consumer has delevered, has got more confidence in the system. we're past the election. the u.s. economy is recovering. t
and i think we're doing a lot of the things that -- the reason dan has come in the stock to the best of my knowledge is he believes the company is on turnaround and he was excited about it. we have -- our board since i joined the board three years ago and became ceo and chairman, we have had a turnover of 6 of our 14 directors. roy happens to be retiring this may, so we'll have 7 of 14 directors turn over in that three-year period. so, i think dan's interest and ours are greatly aligned....